|   |
| |
Does AWARDS have the equivalent of an auditor login?
What does AWARDS look like for workers who have Restricted Census Access?
What is "Status" reporting on in the Restricted Census Access ReportBuilder?
Where can I find a record of restricted access additions and/or removals?
Why am I seeing a client in program A but not program B? I have restricted access for him/her.
Why am I seeing terminated employees on the Restricted Census Access index?
Does AWARDS have the equivalent of an auditor login?
The Restricted Census Access feature provides agencies with a great way to set up an auditor login by removing access to all client records in a program, except for those explicitly granted. For more information on that feature, click here.
Return to the top of the page.
What does AWARDS look like for workers who have Restricted Census Access?
The functionality available in AWARDS when accessed by a user who has been configured with Restricted Census Access varies from that of an average user; specifically in these areas:
Calendar - Restricted users can only access the Calendar using the "Staff" view. Additionally, client list is limited to those to whom they have been granted explicit access.
Client History Report - This report cannot be accessed from within the Client Search tool (which is hidden for restricted workers); instead, it must be accessed from within the Reports module. The Client drop-down on the report settings page for this report will be restricted to clients the user has been granted explicit access for. The content of the report itself includes the same details provided to a non-restricted user, according to program chart access and cross-chart access.
NOTE: To access the Client History Report from the Reports module, a user must have the "Display Chart Records Outcomes Button" permission (assigned under System Setup > Permissions Maintenance).
Client Search - This feature is not available in the navigation bar for restricted users.
Client Selection Lists - These lists (when in either data entry mode or when viewing reports) are limited to clients to which the user has been explicitly granted access from within the Restricted Census Access feature. Exceptions to this rule include the list of clients displayed when writing a group note, and the list of clients displayed when entering an incident.
ReportBuilders - When using ReportBuilders restricted users are limited to running reports for a single client at a time (and only for those clients to which they have been granted explicit access).
Other Unavailable Features - The following reports and features are not accessible to restricted users:
Contact Lapse Audit Report
Medicaid Services Report
Operations module
Program Profile Report
Program History Corrections
IMPORTANT! The following areas of AWARDS are NOT impacted by restricted census access:
Housing
Transfers
Group Notes
Incidents
Active/Inactive Roster Status
Group Activities
Group Schedule Setup > Group Member Status
Outreach Mailing
Reception Desk > Program Attendance
As a result, restricted users should NOT be given permissions to access these areas, as doing so will enable them to see the full census in accessible programs.
Return to the top of the page.
What is "Status" reporting on in the Restricted Census Access ReportBuilder?
The "Status" data variable in the Restricted Census Access ReportBuilder will display one of two values in the report contents:
Granted - Indicates that the worker has been granted access with the Restricted Census Access feature.
Bypass - Indicates that the worker does not have the Restricted Census Access permission assigned using System Setup > Permissions Maintenance.
Return to the top of the page.
Where can I find a record of restricted access additions and/or removals?
Additions and deletions of Restricted Census Access are captured in the audit trail and can be viewed using the Audit Trail ReportBuilder.
TIP: To narrow ReportBuilder results to only these records, create a filter of "Module equals Restricted Census Access."
Return to the top of the page.
Why am I seeing a client in program A but not program B? I have restricted access for him/her.
Restricted Census Access must be granted to workers for each individual program a client is in; it is not saved at the client level.
Return to the top of the page.
Why am I seeing terminated employees on the Restricted Census Access index?
The index displays all workers who have been granted access to the selected client within the selected program, even terminated workers. To remove terminated workers from the index, delete the corresponding records using the process detailed here.
Return to the top of the page.
To access the Client History Report from the Reports module, you must have the "Display Chart Records Outcomes Button" permission (assigned under System Setup > Permissions Maintenance). To request this permission, please contact the Help Desk.
Return to the top of the page.
https://demodb.footholdtechnology.com/help/?12202
